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2 replies

Level 15
February 10, 2021

It's a fairly straightforward process.  Please see the TurboTax Help article Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1? for guidance.

Whether or not your Social Security income is taxable depends on your total income, including your Social Security and any other income.

 

VolvoGirl
Level 15
February 10, 2021

Try going to the search box and type in SSA-1099 or Social Security Benefits.  That will give you a Jump To link to take you directly to it.

 

OR

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

 

2020 1040 line 6a is the gross Social Security amount and 6b is the taxable part of Social Security.

 

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0